2015 Global pharmaceutical company TOP 10 Seven Falls and Three Rose
Release time: 2016-07-27 & nbsp & nbsp & nbsp Source: Anonymous
Industry background
Cliff -type decline is inevitable
The macro economy is the primary influencing factor in the pharmaceutical market，2015 developed countries generally come out of the trough，The growth rate of the global pharmaceutical market accelerates。According to the data of the IMS，2015 global pharmaceutical market size reached 10,$ 68.8 billion，2011-2015 compound growth rate reached 6.2%。After many years of high -speed development，The proportion of pharmaceutical markets in developing countries represented by emerging economies increased significantly，From 2005 to 2015, the market share of emerging economies has increased from 12%to 28%。
Geely、Biogen and Celgene and other innovative pharmaceutical companies have increased sales revenue rapidly，And some traditional multinational giants have to face the cliff -type sales decline brought about by its core product patent。In 2015,，Various patents that have attracted much attention include the time of time、An Lufan、Kipatong and Neulasta, etc.。
Considering that biotechnology products and polypeptide drugs have a high technical threshold，Therefore, small molecularization drugs represented by An Luofan will undoubtedly face more severe generic drug competition tests。Okasaki and BMS jointly responsible for sales, An Lufan's sales in 2015 dropped sharply from $ 6.2 billion to $ 3.6 billion，Among them, only Oka lost $ 1.7 billion。
To keep the market scale、Improve efficiency、Reduce expenses，Pharmaceutical companies have tried their best to do various methods，The most of which are transactions and layoffs。
The willingness to acquire mergers and acquisitions is still strong
The heaviest transaction in 2015 is undoubtedly Pfizer merged with Eljian。Pfizer has always been a benchmark company in the field of prescription drugs，Eljian has risen to the 12th place in the world through the multiple mergers and acquisitions in recent years，The combination of two companies will undoubtedly establish a giant -level enterprise，The market size of its prescription drug will throw the main competitors Novartis and Roche behind。In addition，Pfizer also hopes to transfer the registration place of the new company to Irish where Irish is located through the acquisition of the new company's registration，Implement tax inversion。But，It is precisely the problem of tax avoidance caused by the new policy of the US government in April 2016，Make the merged tire to die。
But other than that，There are also a number of large -scale mergers and acquisitions in the field of biomedical in total of more than 160 billion US dollars。Where，Leading enterprise in the field of generic drugs, Jiwa, acquired Mailan, the third largest generic drug company in the world in 2014，In 2015, it cost more than $ 40 billion to acquire Eljian's generic drug business。If the overall income instead of just look at the prescription drug unit，Tava has undoubtedly stake betting appranked stake betting appthe top ten of the global pharmaceutical companies。
Holding & ldquo; Golden Dolls & RDQUO; Albervi also completed the mergers and acquisitions of more than 20 billion US dollars against PharmacyClics in 2015。Xiu Meile's sales accounted for nearly 2/3 of Albervi's income，Make Albervi must use the huge benefits of Xiu Meile to enrich its profit source，PharmacyClics in the hands of leukemia IMBRUVICA is undoubtedly the main goal of Albervi。
Although the acquisition of Eljian was not successful，But in 2015 Pfizer still enriched its product line by acquiring Hospira。HOSPIRA, which has been in China for many years in China, is the top international sterile injection production enterprise，Pfizer's acquisition is estimated to expand its market opportunity to expand its high -end generic drugs。
The core business unit of the multinational giant business unit since 2014，Until 2015 still continues。Most companies agree: diversification will become more and more difficult，Only getting bigger and stronger in the advantage areas can better win in the future。The biggest optimization replacement in 2015 originated from Sanofi and Bollinger Yinghan (BI)，The consumer health care involved in the original BI and the animal health care of the original Sinfe，The contract amount reaches 12.4 billion US dollars。
The trend of large layoffs continues
To reduce the cost of human resources、Improve efficiency and optimize the integration of merged and reorganized corporate structure，Pharmaceutical giants have continued the trend of layoffs in recent years in 2015。
The highest number of layoffs is Johnson，The company is expected to lay off about 3,000 people for the medical device unit，5%of its total number of employees。As one of Johnson，In recent years, the development speed of medical devices is far less than prescription medicine，This is also the main reason for the large -scale layoffs of Johnson。
Another giant Merhadon also has a plan for layoffs，In 2015, the company planned to lay off 2500 people。and 2011-2015，The company's total layoff plans to reach 36,000 people to cope with their increasingly severe performance。
Biogen, which should not be included in the list, also launched a layoff plan for 830 employees in 2015，Although the number is less than the big giant，But considering that the total number of employees of the company is only thousands of people，Therefore, the layoffs are quite large。Biogen given the reasons for layoffs to be business transformation。
Of course we also see，Different layoffs from many old -fashioned companies，The new noble represented by Geely is recruiting soldiers to buy horses，Especially for some R & D and technical positions，The needs of the personnel are still strong。
2015，multinational enterprises have continued their layoffs in China。Considering that many companies still invest in huge sums of money to expand research and development in China，Therefore, more layoff focuses on marketing business，bms、GSK、Novartis and Novo and Nord have all prepared or have started layoffs for sales and managers in China。The layoffs in China are more adjustment of marketing models，This means that the number of multinational companies in the number of medical representatives in the future will be reduced。Some foreign medical representatives have tried to switch to，More, try to enter the domestic medical company。
The threshold for the top 50 of multinational pharmaceutical companies
Although the industry maintains the overall growth trend，But the impact of cliff -type decline caused by the patent of the patent of the patented bomb varieties，Global prescription drug market is relatively weak。Reference Pharmexec, which has just announced the top 50 ranking of global prescription pharmaceutical companies in the 2015 fiscal year Stake Sports Bettingstake online sports bettingand 2015 annual report of major enterprises，The threshold of the top 50 companies in 2015 is US $ 2.131 billion，slightly lower than 2013 and 2014。
Compared with 2014，2015 TOP 10 companies remain unchanged，Pfizer、Nova、Roche、Merhado、Sanofi、Geely、Johnson、GSK、Astrikang and Albervi still rank in the top 10，However。Pfizer overtook Novartis because of a decline.。
At the same time，TOP 10 prescription pharmaceutical company 7 falls and 3 rises, disappointment，Although Geely's great growth has made up for the impact of the decline in performance of the remaining companies。Pharmaceutical managers use the ranking after converting USD，Considering the euro in 2015、Swiss francs have all experienced a large depreciation，If you consider constant exchange rate，Roche and Sanofi actually increased slightly。
No.1 Pfizer: The decline is small, the future status is stable
2015 Pfizer's first place to overtake Nuohua's return to global prescription drug companies。But as mentioned earlier，This change is not Pfizer's growth，Instead, Pfizer's decline is weaker than Nohua。2015，Pfizer's global prescription drug revenue is 43.11 billion yuan，decreased by 3.1%year -on -year。
Core varieties Lereka and Enli sales decline are the main reasons for the shrinking sales，Considering the core patent of Le Ruika in the United States, it will be expired in 2018，and Enli will not be subject to fierce competition from biological drugs in the short term，Two varieties will not fall quickly in the next few years。But on the other hand，Several major varieties that have lost their patents in recent years have continued to decline quickly，Lipur dropped by 10%，Swa (Lenitizaid) decreased by 35%，Xi Leyu has reduced nearly 70 %。
At the same time，Pfizer's pneumonia vaccine Peer 13 increased the trend，The drug global sales reached 5.94 billion US dollars in 2015，increased by 40%year -on -year。In the field of tumor treatment，Pfizer's previous heavy breeds are only Sootan，However, in 2015, it was newly approved by the breakthrough progress of the breast cancer.。IBRANCE for Her2 negative breast cancer for Her2，In just 10 months of listing, the medicine obtained $ 750 million in sales data。
[Trend] Considering the expiration of Pfizer's non -core variety patent in 2016，and iBrance is expected to grow rapidly，Coupled with the billions of dollars brought by Hospira's sales increase，Pfizer's leadership will be more stable。
NO.2 Novartis: Disappointed the throne, hoping to acquire it?
Novartis was pulled down by Pfizer from the throne that had been sitting for two years，The expiration of patent varieties has reduced its sales for two consecutive years，2015 prescription drug sales fell to US $ 42.47 billion，decreased by 9.7%year -on -year。Unless you complete the huge mergers and acquisitions，Otherwise, it will be difficult for Novartis to overtake Pfizer for many years。
Novartis is expected to acquire Robe，But the current trend of Roche's high -speed development has made Novarton's hopelessness，M & A Robe is unlikely。But there is news，Novartis hopes to cash out its shares in Roche for new mergers and acquisitions。
Novartis's cardiovascular product, Daiwen and Dynasties, are & ldquo; blood loss & rdquo; the biggest variety，Sales of 2015 $ 2.35 billion，decreased by 1.42 billion US dollars than 2014。Another important variety of Novartis Nuo Ridi (Thunder Monopoly) has been severely challenged by Eylea，Sales in 2015 decreased by 16%。
[Trend] Novarton's biggest concern is undoubtedly its most important variety Gleevec will face the test of generic drugs since February 2016，Although the drug has more than $ 4.6 billion in sales performance in 2015，But with the impact of low stake betting appstake betting app-cost generic drugs，Sales will definitely be greatly reduced。
In the next few years，Novartis's most trusted variety is Gilenya，This medicine increased by 12%in 2015，The annual sales reached US $ 2.7 billion; however, considering the market size of multiple sclerosis，Limited space for future growth。Cosentyx (Secukinumab) is the first approved global IL-17 monoclonal anti，The effect of this drug for psoriasis is better than TNF-A drugs，This drug is considered to be expected to reach billions of dollars，Although the drug sales in 2015 were only $ 200 million。
No.3 Roche: Keep the third，It is expected to ask NO.1
Roche maintained the third position，and narrow the gap with Novartis。
From the report of the pharmaceutical manager，Roche rarely appears negative growth，The annual sales of 2015 were 38.77 billion US dollars，decreased by 3.3%year -on -year。Roche's negative growth is most mainly derived from the sharp depreciation of Swiss franc，Roche's influence of Roche with Swiss francs as a currency settlement unit is very serious，If calculated by constant currency，Roche has 5%growth。
Roche's three core varieties Meilohua、Herceptin and Avitin，still maintains a growth rate of more than 5%。In addition，In addition to Nori (reduced by 16%) with Novartis，Other important varieties have maintained growth。Perjeta (Paubuzumab) This is expected to replace Her2 drugs for Her2，Maintain a high -speed growth after listing，In 2015, the annual sales of the drug exceeded 1.4 billion US dollars，increased by 45%year -on -year。XOLAIR (Omazumu) is the newly approved IgE monoclonal antibody for urticaria and asthma，The drug in 2015 was nearly $ 1.3 billion，increased by 25%year -on -year。The world's first global antibody coupling KADCYLA, the world's first approved antibody, sales in 2015 reached $ 770 million，increased by more than 50%year -on -year。
[Trend] Considering that Roche has approved a series of potential heavy breeds in recent years，Roche is expected to become the world's largest prescription pharmaceutical company。
No.4 ～ 5 Merhado、Sanofi: All accumulated patent patents expire
Merck and Sanofi still live in 4、5 digits，Merhadon fell 3.7%，Sanofi increased slightly by 2.6%。
As far as Merha East，The category of category sold by its joint sales is 1.8 billion US dollars，greatly reduced by 24%，In addition, its best -selling drugs, Janovi and Zetia, both have declined。To make up for the loss of income，Merhado also enriched the product line through mergers and acquisitions，Among them, Cubist，So as to obtain a blockbuster bomb variety cubicin (dotamomycin)。For the future，Merida's most anticipated is undoubtedly the star variety PD-1 drug Keytruda，This medicine is considered to be expected to reach $ 5 billion in sales。
Sanofi's prescription market in 2015 was US $ 35.24 billion，If the growth rate of calculation at the constant exchange rate is as high as 9.7%。The most important variety of Sanofi came to 2015 sales of $ 7.09 billion，decreased by 10.8%year -on -year，If the factors of the depreciation of the euro，Actually increased by 0.7%。Polyvillery, which expires patent, 2015 sales of US $ 2.14 billion，Fall 4%year -on -year。
No.6 ~ 7 Geely Germany、Johnson、GSK、Astrikan、Albervi: The rise of the rise of the newly rise vs
Enterprises in the 6th to 10th include Geely Germany、Johnson、GSK、Astrikan and Albervi。Geely is undoubtedly the new upstart of pharmaceutical companies，Based on 127%in 2014，Geilide increased by 32%in 2015，Line jumping for 6th place。Hepatitis C compound preparation Harvoni achieved a growth rate of more than 500%in 2015，annual sales reached 13.86 billion US dollars，Sales is second only to Xiu Meile，SOVALDI, the unilateral preparation of the same period, also My stake betting appMy stake betting appachieved a sales of $ 5.28 billion。
Seventh Johnson is reduced from last year，2015 prescription drug sales 29.86 billion US dollars，decreased by 2.8%year -on -year，The growth of the prescription drug market for many years has stagnated in 2015。The best -selling drug category has begun to be affected by biological similar drugs.，Anti -tumor drug Wan Ke's patent also has a certain impact on Johnson。but，Johnson's new product is still very competitive，Including a long-acting anti-TNF-A monoclonal anti-anti-anti-Simponi (Golimu Mupage)、The new generation of oral diabetes medication Invokana (Kaglie Jing) and TKI drugs Eluninib，It is expected that these varieties will be expected to improve Johnson。
GSK except for the rest of the market performance in the field of vaccine，Sales in 2015 fell to US $ 27.05 billion，decreased by 10%year -on -year，Among them, the patent expiration of Shulizhuan is the most serious，2015 Schuro Sales sales were US $ 5.63 billion，decreased by 20 % year -on -year。
Astraikon, located 9, still faces problems with reduced major share shares，The four best -selling varieties are determined、Letter must be guaranteed、Nixin and Sirikang have continued the trend of reduced sales，Astrikang is looking forward to the newly approved hypoglycemic drug Forxiga (Daglie Jing) and the world's first approved anti-T790M mutant EGFR-KTI drug Tagrisso can reverse the decline of Astrikang's negative growth for many years。
The tenth is Albervi, split from Abbott。Xiu Meile achieved $ 14.01 billion in sales in 2015 to continue to maintain the top position。In addition，Its compound hepatitis C drug Viekira Pak also achieved more than $ 1.6 billion in sales，Considering the sales performance of the main competitive Harvoni，Viekira Pak still has a lot of room for growth。
Challenger: Anjin、Chanya、Eljian impacts TOP 10 in the next few years
Except the above companies，There are also some pharmaceutical companies that are expected to impact TOP 10 in recent years。
Anjin increased by 8.3%in 2015，The annual sales of prescription drugs have reached 20.94 billion US dollars，Anjin's expectations will mainly rely on endocrine medication Sensipar (Sinacase) and osteoporosis XGEVA (Denosumab)。
In addition，Irixing Drug Leading Corporate Tava and Eljian dedicated to mergers and acquisitions also have the same opportunity，However, except for these two companies, except for their respective Kipatong and Botox，No other prescription drug leadership varieties。
